Remote Wealth Advisor — Elite Client-Centric Planning

Kilter Group; Poland; Remote; PLN 350,000 - 700,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Sabbatical program

Paid time off

Professional development

Job summary

Kilter Group is seeking a seasoned Wealth Advisor to lead and grow client relationships, delivering comprehensive guidance across investments, tax, estate planning, and risk management. You will operate in a fiduciary capacity within a collaborative private wealth team, leveraging a book of business and driving new relationships while upholding the firm’s high standards.

You will collaborate with Private Wealth Planners, Client Service Executives, and Investment Operations Specialists to deliver

Qualifications

• 15+ years in wealth management or investment advisory.
• CFP certification or equivalent required.
• Proven track record with high-net-worth clients.
• Strong business development and client-book expansion experience.
• Excellent communication and fiduciary conduct.

Responsibilities

• Serve as the lead advisor on client relationships and deliver comprehensive wealth management guidance across investments, tax, estate, and risk planning.
• Grow and transition a book of business within the Kilter Group platform, sourcing new client relationships through networks and partnerships.
• Develop and implement customized financial plans aligned with client goals and evolving circumstances; provide tax-efficient and estate planning guidance.
• Collaborate with the investment team to align portfolios with client objectives and clearly communicate performance and market insights.
• Contribute to firm strategy, uphold compliance and fiduciary standards, and mentor team members.

Skills

Wealth management

Relationship management

Business development

CFP designation

Communication

Financial planning

Tax planning

Estate planning

Portfolio management

CRM experience (Tamarac/Orion/BD)

Education

CFP certification

CFA/CPA or equivalent

Tools

Tamarac

Orion

Black Diamond

Job description

Kilter Group is seeking a seasoned Wealth Advisor to lead and grow client relationships, delivering comprehensive guidance across investments, tax, estate planning, and risk management. You will operate in a fiduciary capacity within a collaborative private wealth team, leveraging a book of business and driving new relationships while upholding the firm’s high standards.

You will collaborate with Private Wealth Planners, Client Service Executives, and Investment Operations Specialists to deliver